Form 5500 · Employee benefit plan · SALT LAKE CITY, UT
O.C. TANNER COMPANY
The filing calls this plan O.C. TANNER COMPANY EMPLOYEE BENEFITS PLAN.
O.C. TANNER COMPANY of SALT LAKE CITY, UT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through HARTFORD LIFE AND ACCIDENT and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-0182665 · plan 501 · plan year 2025, filed Jun 15, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
699 other employer plans in Utah have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
3 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: prepaid legal, death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering health, vision, life and disability; the largest, with HARTFORD LIFE AND ACCIDENT, covers 1,278 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 3 contracts here that do not say what they cover.
Reported premium across the insured contracts is $802,736, with $88,177 in disclosed broker commissions — about 11% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in May. The plan is on a split renewal cycle.
GALLAGHER BENEFIT SERVICES, INC. is the broker of record on 2 of the 6 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 1,278 | Jan 1, 2026 | $546,536 | $41,616 |
| RELIASTAR LIFE INSURANCE COMPANY | Health | 788 | Jan 1, 2026 | $105,078 | $36,338 |
| LEGALPLANS, USA | — | 177 | Jan 1, 2026 | $34,049 | $6,810 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 22 | Jan 1, 2026 | $15,542 | $2,797 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | — | 1,278 | Jun 1, 2025 | $3,081 | $616 |
| VISION SERVICE PLAN | Vision | 688 | Jan 1, 2026 | $98,450 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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